Découvrez des podcasts liées à The Ideas Exchange. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !
Investing through volatility: the power of discipline and quality
mardi 28 avril 2026 • Durée 15:54
How do you invest through market volatility?
In this ASX Ideas Exchange episode, Aoris founder and CIO Stephen Arnold explains why staying disciplined when focusing on a small number of high quality global businesses matters during uncertain times. He shares how Aoris selects and holds long‑term winners, and brings the strategy to life with real‑world company examples from the portfolio.
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Global Markets in Transition: Risks, Opportunities and Strategy
mercredi 1 avril 2026 • Durée 19:26
In this episode of ASX Ideas Exchange, James Rodda, Portfolio Manager and Co-founder of Antipodes shares expert insights on the forces shaping today’s investment landscape within the global small and mid-cap space . From shifting macro conditions to evolving market dynamics, James unpacks how investors can navigate uncertainty, stay disciplined, and position for long-term opportunities in an increasingly complex world.
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Building better Income: strategies for resilient portfolios
mardi 3 mars 2026 • Durée 23:19
In the latest episode of The Ideas Exchange, Angus Gluskie from Whitefield shares practical insights on building resilient portfolios designed to deliver reliable income through changing market conditions.
Hear how different income strategies work, why portfolio construction matters, and practical considerations for balancing stability, diversification and long-term growth outcomes.
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LICs: market signals and income stability
mardi 3 février 2026 • Durée 13:59
In the latest episode of Ideas Exchange, Mark Freeman, Chief Executive Officer of the Australian Foundation Investment Company (AFIC) joins us for a wide-ranging discussion on state of the markets, dividends and long term investing. Mark reflects on market activity over the summer break, shares his outlook for the Australian market in the year ahead and explains how AFIC strives to deliver stable and growing dividends through the listed investment company structure. We wrap up with Mark’s thoughts on a few Australian stocks he’s optimistic about as we move into 2026.
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From market moves to retirement smarts: insights for the New Year
mardi 6 janvier 2026 • Durée 27:43
In the latest episode of Ideas Exchange, host Jacinta King from ASX welcomes back Gemma Dale, Director of SMSF and Investor Behaviour at nabtrade, for a timely conversation recorded at the end of 2025. This episode opens with a look at the current macroeconomic landscape, including the latest inflation figures and what they mean for investors as the new year begins. The discussion then turns to the Australian share market, recent volatility, standout sectors, and what’s driving performance. Finally, the episode explores findings from the Vanguard “How Australia Retires 2025” report, highlighting the confidence gap among Australians planning for retirement and practical steps to improve financial wellbeing. Whether you’re focused on market trends or long-term planning, this episode delivers insights and actionable ideas for investors starting 2026.
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Looking back, thinking ahead: The Ideas Exchange year-end special
mardi 2 décembre 2025 • Durée 25:35
For our final episode of the year, we’re taking a moment to reflect on the conversations that shaped the seasons. This special edition brings together the most thought-provoking ideas, themes, and guests that sparked meaningful discussions throughout the year.
From simplifying investing and understanding market performance to exploring global infrastructure and disruptive innovation, we revisit the insights that stood out.
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Alpha beyond the Magnificent Seven
lundi 3 novembre 2025 • Durée 19:56
In this episode of The Ideas Exchange, host Jacinta King is joined by Frank Thormann, Senior Portfolio Manager, Global Equities at Schroders to dive into Schroders' investment philosophy and how the Schroder Global Equity Alpha Fund generates alpha beyond the Magnificent Seven. Frank discusses how they assess free cashflow and capital allocation to uncover the underlying potential of a company. He also highlights the importance of diversification and risk analysis and shares global stock opportunities outside the US.
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High conviction, long-term value: Inside NAOS' portfolio
mardi 30 septembre 2025 • Durée 24:10
With five large banks and two major mining companies making up 40% of the ASX-100, many Australian equity investors risk overexposure to these sectors. In this episode, Robert Miller, Portfolio Manager at NAOS, explains their investment philosophy which focuses on companies outside the ASX50, with a high conviction, concentrated portfolio approach, aiming for long-term growth and value.
Tune in to find out more about NAOS core values, how their high conviction model defines their investment style, how they manage volatility in Australian and global equities and what this means for investors.
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Beyond hybrids - Navigating APRA's changes and portfolio alternatives
lundi 1 septembre 2025 • Durée 25:39
APRA’s ruling on hybrids not only represents a shift towards a more resilient financial system but also opens opportunities for investors to redeploy capital into other income-focused investments.
Join us this month as Blair Hannon, Head of ETFs Australia at Macquarie Asset Management discusses APRA's decision to phase out bank hybrids, why they were popular and the impact their removal may have on income-focused portfolios. He also highlights suitable alternatives to supplement income and shares Macquarie’s management approach of the fixed income strategies in their ETF portfolio.
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Explore our useful investment tools and resources
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Australian market sectors: A 10-year review
lundi 28 juillet 2025 • Durée 43:28
In this episode of ASX Ideas Exchange, we dive into Bell Direct's research on how Australian market sectors have performed over the past decade. Join Grady Wulff, Senior Market Analyst at Bell Direct as she unpacks standout performers like financials, tech, healthcare and consumer discretionary and takes a closer look at those that lagged behind like materials and energy. Plus, find out how understanding sector trends can help sharpen your investment decisions.
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Explore our useful investment tools and resources
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